Vertex Planning Partners’s BP BP Stock Holding History

Vertex Planning Partners’s Portfolio BP Stock Details BP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$539K	Sell	14,583 -2,131	-13%	-$93.5K	0.08%	88
2026 Q1	$786K	Sell	16,714 -4,365	-21%	-$171K	0.15%	62
2025 Q4	$732K	Sell	21,079 -89	-0.4%	-$3.12K	0.17%	60
2025 Q3	$729K	Sell	21,168 -2,355	-10%	-$78.9K	0.14%	91
2025 Q2	$704K	Sell	23,523 -8	-0%	-$235	0.15%	80
2025 Q1	$795K	Hold	23,531	–	–	0.17%	73
2024 Q4	$696K	Buy	23,531 +43	+0.2%	+$1.29K	0.15%	81
2024 Q3	$737K	Sell	23,488 -20	-0.1%	-$677	0.18%	66
2024 Q2	$849K	Buy	23,508 +52	+0.2%	+$1.95K	0.22%	55
2024 Q1	$884K	Sell	23,456 -3,000	-11%	-$108K	0.24%	50
2023 Q4	$937K	Buy	+26,456	New	+$969K	0.28%	46

Other funds holding BP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vertex Planning Partners's BP Position: Q2 2026 in Review

Vertex Planning Partners reduced its BP (BP) stake by 13% in Q2 2026, selling an estimated $93.5K and leaving 14,583 shares worth $539K. The position accounts for 0.08% of the portfolio, ranked #88.

Vertex Planning Partners first reported a position in BP in Q4 2023 and has held it in 11 quarters since. The position peaked at $937K in Q4 2023. 1,166 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Vertex Planning Partners held 14,583 shares of BP worth $539K as of Q2 2026.
Vertex Planning Partners sold 2,131 BP shares in Q2 2026, an estimated $93.5K.
BP made up 0.08% of Vertex Planning Partners's portfolio in Q2 2026, its #88 holding.
Vertex Planning Partners first reported a position in BP in Q4 2023 and has held it in 11 quarters since.
Vertex Planning Partners's BP position peaked at $937K in Q4 2023.
1,166 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.